JPMorgan Chase & Co. Has $14.14 Million Stock Position in American Eagle Outfitters, Inc. $AEO

JPMorgan Chase & Co. lowered its stake in American Eagle Outfitters, Inc. (NYSE:AEO) by 23.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 826,448 shares of the apparel retailer’s stock after selling 258,348 shares during the quarter. JPMorgan Chase & Co.’s holdings in American Eagle Outfitters were worth $14,141,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently bought and sold shares of the company. PNC Financial Services Group Inc. boosted its holdings in shares of American Eagle Outfitters by 4.8% in the third quarter. PNC Financial Services Group Inc. now owns 14,855 shares of the apparel retailer’s stock worth $254,000 after buying an additional 678 shares during the period. Truffle Hound Capital LLC acquired a new stake in shares of American Eagle Outfitters during the third quarter valued at approximately $3,422,000. Public Sector Pension Investment Board lifted its position in shares of American Eagle Outfitters by 16.9% in the 3rd quarter. Public Sector Pension Investment Board now owns 628,541 shares of the apparel retailer’s stock valued at $10,754,000 after acquiring an additional 90,987 shares in the last quarter. Diamond Hill Capital Management Inc. grew its position in American Eagle Outfitters by 10.9% during the 3rd quarter. Diamond Hill Capital Management Inc. now owns 159,336 shares of the apparel retailer’s stock worth $2,726,000 after purchasing an additional 15,635 shares in the last quarter. Finally, Envestnet Asset Management Inc. raised its stake in American Eagle Outfitters by 28.3% during the 3rd quarter. Envestnet Asset Management Inc. now owns 106,033 shares of the apparel retailer’s stock valued at $1,814,000 after purchasing an additional 23,418 shares during the period. 97.33% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, Director Cary D. Mcmillan sold 1,896 shares of American Eagle Outfitters stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $26.21, for a total value of $49,694.16. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Noel Joseph Spiegel sold 1,896 shares of the company’s stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $25.66, for a total transaction of $48,651.36. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 246,839 shares of company stock worth $6,004,388. 8.70% of the stock is owned by corporate insiders.

American Eagle Outfitters Stock Up 0.9%

Shares of American Eagle Outfitters stock opened at $22.44 on Thursday. The firm has a market cap of $3.80 billion, a price-to-earnings ratio of 19.34, a P/E/G ratio of 5.82 and a beta of 1.39. The stock has a 50-day simple moving average of $24.99 and a 200-day simple moving average of $20.62. American Eagle Outfitters, Inc. has a 52-week low of $9.27 and a 52-week high of $28.46. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.63 and a quick ratio of 0.59.

American Eagle Outfitters (NYSE:AEO) last released its quarterly earnings data on Wednesday, March 4th. The apparel retailer reported $0.84 EPS for the quarter, topping analysts’ consensus estimates of $0.71 by $0.13. The firm had revenue of $1.76 billion for the quarter, compared to the consensus estimate of $1.74 billion. American Eagle Outfitters had a return on equity of 13.82% and a net margin of 3.90%.The firm’s revenue was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.54 earnings per share. On average, equities research analysts expect that American Eagle Outfitters, Inc. will post 1.7 earnings per share for the current fiscal year.

Key Stories Impacting American Eagle Outfitters

Here are the key news stories impacting American Eagle Outfitters this week:

• Positive Sentiment: Q4 earnings and revenue beat consensus: AEO reported $0.84 EPS vs. $0.71 expected and $1.76B revenue vs. $1.74B expected, signaling better-than-forecast demand and margin recovery. Read More.
• Positive Sentiment: Company provided an upbeat FY2026 outlook and forecasted annual comparable sales growth above Wall Street estimates — management cited marketing-driven demand across brands. Read More.
• Positive Sentiment: Corporate release: AEO described the quarter as “strong,” issued a FY2026 outlook and published the press release/slide deck and conference call materials for investors to review details. Read More. Read More. Read More.
• Positive Sentiment: Board approved a regular quarterly cash dividend of $0.125/share, payable April 24 — a visible return of capital that can support investor sentiment. Read More.
• Positive Sentiment: Analysts updated forecasts ahead of and after results with bullish revisions, reflecting expectations for higher Q4 earnings and improved momentum into FY2026. Read More.
• Neutral Sentiment: Broader market support — headlines noting easing geopolitical risk (Iran) helped market sentiment today, a tailwind that likely aided retail names including AEO. Read More.
• Negative Sentiment: Short-term volatility ahead of earnings: AEO traded lower the day before results (reported drop ~8.4%), indicating some investor pre-earnings caution that contributed to recent price swings. Read More.

Analyst Ratings Changes

AEO has been the topic of a number of research analyst reports. Telsey Advisory Group reiterated a “market perform” rating and set a $28.00 price target on shares of American Eagle Outfitters in a report on Thursday, February 26th. The Goldman Sachs Group started coverage on American Eagle Outfitters in a research report on Thursday, December 11th. They set a “neutral” rating and a $25.00 price objective for the company. Royal Bank Of Canada set a $23.00 target price on American Eagle Outfitters in a report on Wednesday, December 3rd. Morgan Stanley set a $23.00 price target on shares of American Eagle Outfitters in a research report on Wednesday, December 3rd. Finally, JPMorgan Chase & Co. raised shares of American Eagle Outfitters from an “underweight” rating to a “neutral” rating and boosted their price objective for the company from $14.00 to $20.00 in a research report on Wednesday, December 3rd. One investment analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and an average price target of $22.45.

American Eagle Outfitters Company Profile

American Eagle Outfitters, Inc (NYSE: AEO) is a leading American specialty retailer offering apparel, accessories and personal care products for men and women. The company’s flagship brand, American Eagle, focuses on casualwear including denim, tops, outerwear and accessories targeted primarily at teens and young adults. In addition to its core apparel lines, the company operates the Aerie brand of intimates, loungewear and swimwear, which has gained recognition for its body-positive marketing and inclusive sizing.

American Eagle Outfitters conducts business through a combination of over 900 brick-and-mortar stores in North America and Greater China, complemented by a growing e-commerce platform that serves customers around the globe.